Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$55.17
Open:$55.52
Day's Low:$54.66
Day's High:$56.04
Bid / Ask:-
Market Cap:45.30B
Enterprise Value:56.03B
52-Week Range
52-Week Low:$50.24
52-Week High:$76.76
Current position in 52-week range
52w Low-52w High
50-Day Avg:$56.28
200-Day Avg:$61.81
Volume
Volume Today:6,671,703
Avg Volume (3m):5,990,164
Avg Volume (10d):6,664,770
52-Week Change:-4.14%
vs S&P 500, 52 weeks:-
Beta:1.33
Valuation Multiples
P/E (trailing):n/a (loss)
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. With negative EPS a P/E means nothing, so it is not shown.
P/E (forward):17.35
PEG Ratio:1.03
Price / Book:4.51
Price / Sales (TTM):1.99
EV / Revenue:2.46
EV / EBITDA:17.23
Dividends
Current yield:1.74%
Annual Dividend Rate:$0.96
Dividend Trailing:$0.96
Yield Trailing:1.74%
5-Year Avg Yield:1.30%
Payout Ratio:67.39%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):22.79B
Gross Profit:5.56B
EBITDA:3.25B
Net Income (TTM):−1.83B
Rev Growth (YoY):+12.30%
Earnings Growth (YoY):-
Quarterly earnings growth (YoY):-
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$-2.21
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. With negative EPS a P/E means nothing, so it is not shown.
EPS Forward (Est.):$3.19
Revenue Per Share:$27.43
Cash Per Share:-
Book Value:$12.28
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:1.35B
Total Debt:11.88B
Net Debt (Debt - Cash):10.52B
Debt / Equity:113.96%
Current Ratio:1.00
Quick Ratio:0.60
Cash Flows
Operating Cash Flow:2.86B
Free Cash Flow (FCF):1.94B
FCF Yield (FCF / Market Cap):-
Enterprise Value:56.03B
EV / Revenue:2.46
EV / EBITDA:17.23
Profitability
ROE (Return on Equity):-13.44%
ROA (Return on Assets):3.43%
P/E (trailing):n/a (loss)
P/E (forward):17.35
Price / Book:4.51
PEG Ratio:1.03
52-Week Change:-4.14%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$-2.21
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Oct 29, 2026. With negative EPS a P/E means nothing, so it is not shown.
EPS Forward (Est.):$3.19
P/E (forward):17.35
PEG Ratio:1.03
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$27.43
Cash Per Share:-
Book Value:$12.28
Cash Flows (TTM)
Free Cash Flow:1.94B
Operating Cash Flow:2.86B
EBITDA:3.25B
Total Revenue (TTM):22.79B
Net Income (TTM):−1.83B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:818,160,206
Float (free shares):777,914,905
Short interest (shares):18,201,336
Short % of float:-
Short Ratio (days to cover):2.74
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Carrier Global Corporation (CARR) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Carrier Global Corporation provides intelligent climate and energy solutions in the United States, Europe, the Asia Pacific, and internationally. It operates through four segments: Climate Solutions Americas; Climate Solutions Europe; Climate Solutions Asia Pacific, Middle East & Africa; and Climate Solutions Transportation. The company provides air conditioners, heating systems, heat pumps, home and building energy management systems, automation systems, aftermarket components, and repair and maintenance and rental services, as well as modernization and upgrades to meet the heating, cooling, and ventilation needs of residential and commercial customers. It also offers transport refrigeration and monitoring products, services, and digital solutions for trucks, trailers, shipping containers, and intermodal and rail applications. The company offers its products under the Carrier, Viessmann, Toshiba, Automated Logic, Bryant, CIAT, Day & Night, Heil, NORESCO, Carrier Transicold, and Sensitech brands. The company was incorporated in 2019 and is headquartered in Palm Beach Gardens, Florida.
Executive VP and Chief Financial & Strategy Officer
53
1.44M
Mr. Gaurang Pandya ACCA, B.Com (H)
President of Climate Solutions Americas & Europe Commercial
48
1.07M
Mr. Edward Dryden
President of Climate Solutions Transportation
46
1.20M
Mr. Michael Lotfy Gierges
President of Climate Solutions Asia Pacific, Middle East & Africa
40
3.47M
Mr. Machiel Duijser
Senior Vice President of Operations
52
-
Ms. Beril Yildiz
VP, Controller & Chief Accounting Officer
46
-
Mr. Timothy N. White
Senior VP of Engineering & Technology
51
1.40M
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Carrier Global Corporation (CARR): Quantitative Analysis
Carrier Global Corporation (CARR) — Industrials — Building Products & Equipment. CARR is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, CARR has returned +6.6% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
CARR ranks 460 of 461 on today's multifactor score, and 69 of the 69 Industrials companies that score. Its strongest factor is growth (Z -0.45, ranked 403 of 489); its weakest is quality (Z -1.18, ranked 460 of 468). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Carrier Global (CARR)
When does Carrier Global report earnings?
Carrier Global has no announced date in the Nasdaq public calendar checked (Nov 3, 2026 to Dec 7, 2026). Of its last 12 earnings announcements: 12 before the open (SEC filings through Oct 29, 2026). CARR earnings dates and times, quarter by quarter →
Where does Carrier Global rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Carrier Global ranks 460 of 461, and 69 of the 69 Industrials companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Carrier Global insiders bought or sold shares?
The latest open-market purchase of Carrier Global shares filed with the SEC (Form 4) was on Nov 25, 2025, by a director who is also an officer, for $1.0M. The latest sale was on May 20, 2026, by a director, for $750.0M. In total, from August 2025 through Nov 3, 2026: 1 purchase and 1 sale by directors, officers and large shareholders. All CARR insider trades →
Does Carrier Global pay a dividend?
Yes. Its dividend yield is 1.74% at the Nov 3, 2026 close (annual dividend of $0.96 per share). The latest recorded ex-dividend date is Oct 29, 2026.
What sector is Carrier Global in, and which index?
Carrier Global is classified in the Industrials sector (industry: Building Products & Equipment), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 76 S&P 500 companies in that sector. Industrials stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
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